Listen "Reduce Your Tax Obligations!"
Episode Synopsis
According to a new Vanguard report, the average 401(k) earned just over 15% last year. So, how did yours do? Hear what Kevin thinks is a reasonable expectation for us to have when it comes to the performance of our retirement accounts? Required Minimum Distributions are back this year. If you’re subject to them, you might want to start thinking about that. But even if you’re not there yet, Morningstar’s Christine Benz says it might pay to start considering your options. Hear Kevin explain some of those strategies and how he helps clients reduce their tax obligations! See omnystudio.com/listener for privacy information.
More episodes of the podcast Retirement Talk with Kevin Bock
The Essential Guide to Retirement Planning
01/04/2025
Navigating Market Volatility in Retirement
25/03/2025
A Proactive Approach to Retirement Planning
18/03/2025
The Six Pillars Explained
11/03/2025
Tax Reduction Strategies
18/02/2025
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